Associate, Institutional Client Group
The Associate in the Institutional Client Group at Confidential Client supports the Global Consultant Relations team by building and maintaining relationships with investment consultants and asset managers, contributing to fundraising initiatives, and managing client data and communications. This role offers hands-on experience in financial services, requiring strong analytical, communication, and project management skills, and involves collaboration with internal teams to support client reporting and sales strategies.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is seeking an Associate on the Institutional Client Group (ICG) team to support Global Consultant Relations (GCR). This is a hands-on, client-facing fundraising and relationship role based in Los Angeles, CA. The position provides exposure to institutional investors and intermediaries, support for fundraising activities, and development opportunities including study time and materials to obtain FINRA Series 7 and 63.
Key Responsibilities
- Partner with GCR Relationship Managers to develop and strengthen relationships with investment consultants, OCIO providers, and asset managers.
- Support fundraising activity: prepare meeting materials, manage follow-up, and coordinate roadshows and client events.
- Maintain and update CRM (Salesforce) records; manage pipeline hygiene and territory data.
- Use third-party research tools (Preqin, eVestment, WithIntelligence) to gather investor insights and market intelligence.
- Compile data, build presentations (PowerPoint), and prepare deliverables for internal and external stakeholders.
- Coordinate with portfolio management, investment, and reporting teams to fulfill information requests and client reporting deadlines.
- Track client feedback, fundraising progress, and industry trends to inform team strategy.
Qualifications
- 0–3 years of relevant experience in financial services, client coverage, institutional sales support, or related functions.
- Bachelor’s degree required; internships or relevant coursework preferred.
- FINRA Series 7 and Series 63 are required (or must be obtained within 6 months of hire). An SIE is a plus. Employment is contingent on obtaining the licenses within the timeframe; study materials and time will be provided.
- Proficiency with Salesforce and Microsoft Office (Excel, PowerPoint, Word).
- Familiarity with investor data platforms such as Preqin, eVestment, or similar is preferred.
About You (Skills & Attributes)
- Strong written and verbal communication skills.
- Collaborative team player who works well across functions and seniority levels.
- Organized, detail-oriented, and able to manage competing priorities under tight deadlines.
- Analytical mindset with comfort handling data and producing polished client materials.
- Interest in real assets, capital markets, investments, and institutional client engagement.
What Confidential Client Offers
- Competitive total compensation (base + bonus eligibility). The employer did not disclose a specific base salary range for this posting.
- Benefits may include medical, dental, and vision plans; HSA contributions; company-paid life and disability insurance; 401(k) with match; paid time off and holidays; parental leave; volunteer time; and professional development programs.
- Support and resources to help obtain required FINRA licenses (study materials and dedicated study time).
Note: Actual compensation will be based on geography, experience, and other permitted factors. This posting does not include a numeric salary range.
Location & Employment Type
- Location: Los Angeles, CA (onsite at headquarters)
- Employment type: Full-time
Compliance & Accessibility
- Employment is contingent on passing any required background checks and on obtaining required licenses (Series 7 and 63) within 6 months of hire.
- Confidential Client is committed to providing reasonable accommodations to applicants with disabilities. If you need assistance during the hiring process, please advise the Talent team.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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